• Are you looking to join a business with a fantastic culture
• They are going through an extensive growth period
• They are open to career support or people looking for further development
• Fantastic training and developing programme
• Large business with multiple offices across Australia
• Work life balance and some work from home after probation

We are working with a client who has been operating for over 30 years and has multiple office across Australia

High performing team with a fantastic culture

They offer their staff the opportunity for self-improvement and development within a support role or in other areas of Financial Services

Some CSO staff have gone on to become Senior CSM’s, other have progressed into Paraplanners, Associates and also successful Advisers.

We are currently recruiting a CSO / CSM to work as part of an excellent team, and you will be supporting a Senior Financial Advisor. They are open to all levels of experience 2 to 20+ Years

About the role:

• Main point of contact for clients and arranging client meetings
• Excellent culture and supportive team environment
• Assist with client annual review and meeting preparation
• Implementation experience
• Complete necessary documentations to implement SOA's
• Assist in preparing portfolios and reports
• Help with research for the advisers when required
• Career development supported

About you:

• 2 to 20+ years’ experience in Financial Services
• Ability to multitask and good organisational skills
• High attention to detail
• Strong administrative and computer skills